Upskilling & Placements · previously Another CRM
Teksversity: Cohort-based selling with a forecast leadership trusts
Batch intakes, EMI conversations and placement promises tracked per cohort, with targets rolling up from counsellor to programme.
Cohorts fill predictably, so intake sizes — and revenue per batch — are planned rather than discovered.
-80%
Weekly reporting effort
Manual exports replaced by scheduled reports
Live
Batch fill visibility
Seats committed vs seats sold per cohort at any moment
Real time
Target vs achieved
Rolls up counsellor → branch → programme
Before LEMAI
What was going wrong
- The previous CRM could not model batch start dates against pipeline value
- Reporting needed manual exports each week before the review meeting
- Counsellor targets lived in a separate spreadsheet from the actual pipeline
What we set up
How we fixed it
Step 01
Category and batch pipelines
Each programme category runs its own stages, so full-stack, data and testing cohorts forecast independently.
Step 02
Targets tied to live data
Counsellor, branch and programme targets update from real pipeline movement — no weekly reconciliation.
Step 03
Scheduled reports
Monday morning cohort report is generated and delivered before the review call starts.
Modules used
What they use every day
- Target Management
- Reports & Analytics
- Lead Management
- Custom Dashboards & Forms
“We stopped arguing about numbers in review meetings. The pipeline is the number.”
Programme sales lead, Teksversity
Money left on the table
Where they were losing revenue
Each gap below was costing enquiries that had already been paid for.
Batch value invisible
Pipeline could not be read against batch start dates, so under-filled cohorts were only obvious in the final week.
Discounting under pressure
Counsellors closed late-stage students with discounts because there was no early warning on seat gaps.
A week lost to reporting
Manual exports consumed selling time before every review meeting.
What made the difference
The changes that brought in more business
Each lever maps to a specific commercial effect the team could measure.
Lever 01
Cohort-level forecasting
Each programme category forecasts independently against its batch start date.
Business effect
Marketing pushes the right cohort while there is still time to fill it
Lever 02
Live target roll-up
Counsellor, branch and programme targets update from real pipeline movement.
Business effect
Fewer defensive discounts at month end
Lever 03
Scheduled reports
The Monday cohort report is delivered before the review call begins.
Business effect
Selling hours returned to the team every week
Before and after
The numbers, before and after
Weekly reporting effort · before
Hours of manual exports
With LEMAI
-80%, automated
Batch fill visibility · before
Known at cut-off
With LEMAI
Live, seats committed vs sold
Target tracking · before
Separate spreadsheet
With LEMAI
Real time in the CRM
Rollout
Live in a few weeks
- 1Week 1Category pipelines and batch fields modelled; migration from the previous CRM.
- 2Week 2Targets configured per counsellor, branch and programme.
- 3Week 3Scheduled cohort and target reports go live for leadership.
Revenue impact
Revenue lift came from protecting price and filling capacity. Early visibility on seat gaps let marketing act while cohorts could still be filled at full fee, and the eliminated reporting cycle put roughly a day of selling time back into every counsellor's week.
Outcomes are indicative ranges observed across comparable LEMAI deployments in the same sector, shared with client permission.
Get started
Run this playbook for your upskilling & placements pipeline
We will configure a sandbox with your stages, products and roles so you can judge it on your own process — not a generic demo script.
InfozIT Solution · Infomark Labs Private Limited